|
1151
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$240K
|
–
|
–
|
–
|
|
|
1152
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$239K
|
+$233K
|
+2,938
|
+1,373%
|
|
|
1153
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$237K
|
-$201K
|
-2,528
|
-45%
|
|
|
1154
|
C-J Advisory
San Jose,
California
|
$237K
|
–
|
–
|
–
|
|
|
1155
|
Choate Investment Advisors
Boston,
Massachusetts
|
$235K
|
–
|
–
|
–
|
|
|
1156
|
Montag & Associates
Atlanta,
Georgia
|
$235K
|
–
|
–
|
–
|
|
|
1157
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$235K
|
+$245K
|
+3,092
|
New
|
|
|
1158
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$232K
|
-$204K
|
-2,568
|
-46%
|
|
|
1159
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$231K
|
-$18.8K
|
-237
|
-7%
|
|
|
1160
|
Monte Financial Group
Guilford,
Connecticut
|
$231K
|
+$242K
|
+3,046
|
New
|
|
|
1161
|
Capital Bank & Trust
Irvine,
California
|
$230K
|
-$95.2K
|
-1,200
|
-28%
|
|
|
1162
|
First American Bank
Dundee,
Illinois
|
$230K
|
–
|
–
|
–
|
|
|
1163
|
CPWM LLC
Seattle,
Washington
|
$230K
|
+$240K
|
+3,030
|
New
|
|
|
1164
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$229K
|
-$90.5K
|
-1,141
|
-27%
|
|
|
1165
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$228K
|
–
|
–
|
–
|
|
|
1166
|
Telemus Capital
Southfield,
Michigan
|
$228K
|
+$4.2K
|
+53
|
+2%
|
|
|
1167
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$228K
|
+$238K
|
+3,000
|
New
|
|
|
1168
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$227K
|
–
|
–
|
–
|
|
|
1169
|
Mission Wealth Management
Santa Barbara,
California
|
$225K
|
+$13.9K
|
+175
|
+6%
|
|
|
1170
|
Gagnon Securities
New York
|
$223K
|
-$1.43K
|
-18
|
-0.6%
|
|
|
1171
|
Krilogy Financial
St. Louis,
Missouri
|
$223K
|
+$83.3K
|
+1,050
|
+56%
|
|
|
1172
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$222K
|
+$4.44K
|
+56
|
+2%
|
|
|
1173
|
Bramshill Investments
Naples,
Florida
|
$218K
|
–
|
–
|
–
|
|
|
1174
|
Cobiz Wealth
Denver,
Colorado
|
$216K
|
-$53.3K
|
-672
|
-19%
|
|
|
1175
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$216K
|
+$226K
|
+2,845
|
New
|
|
